Forrest Investment Management manages wealth by helping clients make wise financial decisions. They start with consultations to understand your income, expenses, goals, and investment experience. They use a profile questionnaire to assess your financial situation and risk tolerance. Based on this, they create an Investment Policy Statement (IPS) to guide the management of your account, primarily using stocks and bonds with a minimal mix of mutual funds and ETFs.
Assets Under Management$85M
Clients18
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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